NASDAQ$ARM

ARM Holdings PLC · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Headline financials

Total Revenue

$2.7B

No prior period
EPS (adj)

$0.54

No prior period
RPO

$1.75B

No prior period
Total Access Licenses

8

No prior period
Capital Expenditures

$34M

No prior period
Free Cash Flow

$424M

No prior period
Net Income

$549M

No prior period
Operating Income

$633M

No prior period
Gross Profit

$2.57B

No prior period
Cash & Equivalents

$1B

No prior period
Stock-Based Comp

$26M

No prior period

Revenue & EPS history

ARM · Revenue · Quarterly

$2.7B

Q4 2022
Beat estimate in 8 of 9 quarters(89%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

+3.5%

Avg return

Earnings day

+7.2%

Avg return

5 days after

+17.5%

Avg return

30 days after

29%

4 / 14 earnings

Positive

+56.1%

Q3 2024

Best reaction

-21.3%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-9.0%-12.8%+44.6%
Q3 2026+5.7%+20.1%+9.0%
Q2 2026-3.2%-6.5%-11.8%
FY 2025-5.9%-16.0%-15.3%
Q3 2025-3.3%-9.0%-27.5%
Q2 2025+7.1%+0.9%+0.2%
Q1 2024-21.3%-21.3%-7.8%
Q1 2025-8.6%-16.9%-0.1%
Q4 2022-3.4%+1.7%+31.0%
Q4 2024-3.9%+8.7%+26.7%
Q3 2023+49.6%+55.8%+70.7%
Q3 2024+56.1%+104.1%+80.2%
Q2 2023-3.9%-1.8%+23.6%
Q2 2024-6.7%-6.5%+21.6%
Q4 2023
Q1 2023

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